IWY

Ishares Russell Top 200 Grow

Latest period2024 - Q4Total superinvestors57

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 57 superinvestors own shares of Ishares Russell Top 200 Grow (IWY), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Russell Top 200 Grow (IWY), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Russell Top 200 Grow (IWY) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Russell Top 200 Grow (IWY) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
Decreased -5.59%
1.15%
$59.106M
251,227 shares@ 235.28 avg price
Nancy E Renshaw@Compton Wealth Advisory Group, Llc
Recent Activity
Decreased -7.48%
7.57%
$29.301M
124,542 shares@ 235.27 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -0.99%
0.71%
$25.366M
107,818 shares@ 235.27 avg price
Eric Seger@Integrated Capital Management, Llc
Recent Activity
Increased 4.29%
12.5%
$23.482M
99,808 shares@ 235.28 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 2301.39%
0.34%
$18.763M
79,750 shares@ 235.28 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 6.37%
0.26%
$17.681M
75,154 shares@ 235.27 avg price
Brooks Slaughter@Richard P Slaughter Associates Inc
Recent Activity
New Position
3.35%
$14.953M
63,558 shares@ 235.28 avg price
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Increased 2.67%
1.33%
$12.236M
52,007 shares@ 235.28 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.68%
0.02%
$9.252M
42,046 shares@ 220.06 avg price
Ashleigh Swayze@Meridian Financial Partners Llc
Recent Activity
Increased 28.76%
4.26%
$8.06M
34,259 shares@ 235.27 avg price